#206 - The Fourth Transformation: What’s at Stake in Mexico’s Elections
Jacob takes to the mic solo to fire up the hot-take factory. He previews Mexico’s elections – situating Mexican democracy in its own history, surveying AMLO’s successes and failures, and parsing who C...
31 Mai 202431min
#205 - Akshar Patel: Caste, Hindutva, and India's Elections
Akshar Patel joins the podcast to talk about India. Jacob and Akshar explore what caste really means, how religion and caste affect Indian politics, and explore Akshar’s idea of Ideologues v. Identita...
27 Mai 20241h 6min
#204 - Weekly Update: Darth Fed
Jacob and Rob are here to bring balance to the force. They discuss why inflation expectations might be coming unhinged, how the Fed is trying to scare the market with its response, and just how much t...
24 Mai 20241h
#203 - Kamran Bokhari: Drinking from the Poison Chalice (fixed)
Kamran Bokhari rejoins the podcast to offer insightful perspectives on the apex of the Iranian leviathan. They discuss Ebrahim Raisi’s shocking death, the implications of the future of Iran, and what ...
23 Mai 202456min
#202 - Bearish US, Chinese/Indian Equity, Russia's Push, Trump's Mexico Policy and NBA Power Politics
Cousin Marko and Jacob are back at it. Marko shares why he’s turned bearish on the US after being “manically” bullish for many moons. They discuss China/India and compare/contrast the equity markets t...
21 Mai 20241h 9min
#201 - Emergency Episode: Iran’s President is Dead + A Coup in the DRC?
Jacob takes to the mic for an emergency reaction to the big event everyone is paying attention to from the weekend (Iranian President Ebrahim Raisi’s death in a helicopter accident) and perhaps the on...
20 Mai 202419min
#200 - Tariffs are Taxes (and why you shouldn’t invest in utilities)
What better way to celebrate 200 episodes than a Rob-Jacob episode full of important insights. Jacob and Rob talk about some of their best calls of the past few years before turning to the flooding in...
17 Mai 20241h 13min
#199 - How to Avoid a U.S.-China War
Dale Copeland joins the podcast to discuss his latest book, “A World Safe for Commerce.” He explains his theory of dynamic realism before pivoting to U.S.-China relations and an impassioned and though...
13 Mai 20241h 7min
